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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,798 | $162,136-68.7% | $152,301-66.6% | $154,746-67.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 23.35% | 91.02%-67.7pp | 80.50%-57.2pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,423 | $4,890-70.9% | $4,624-69.2% | $4,379-67.5% |
| Participant deferral / active EE | $4,936 | $8,341-40.8% | $8,004-38.3% | $6,730-26.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |